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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,886 | $68,412-43.2% | $94,679-58.9% | $75,181-48.3% |
| Participation rate | 40.0% | 76.1%-36.1pp | 80.8%-40.8pp | 67.2%-27.2pp |
| Annual return | 8.93% | 616.91%-608.0pp | 156.75%-147.8pp | 160.69%-151.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,306 | $6,537-80.0% | $7,417-82.4% | $4,126-68.3% |
| Admin fee / account holder | $10,121 | $5,326+90.0% | $7,233+39.9% | $5,650+79.1% |